|
1
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$106M
|
+$6.4M
|
+222,748
|
+6%
|
|
|
2
|
Ferguson Shapiro
Decatur,
Georgia
|
$45M
|
+$46M
|
+1,600,096
|
New
|
|
|
3
|
WJ Interests
Sugar Land,
Texas
|
$42.9M
|
-$2.41M
|
-83,847
|
-5%
|
|
|
4
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$33.5M
|
+$8.05M
|
+280,111
|
+31%
|
|
|
5
|
Wright Wealth
Atlanta,
Georgia
|
$15.5M
|
+$15.8M
|
+550,427
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$926K
|
+32,223
|
+7%
|
|
|
7
|
World Investment Advisors
Santa Barbara,
California
|
$8.06M
|
+$3.35M
|
+116,683
|
+69%
|
|
|
8
|
Aspect Partners
Fairfax,
Virginia
|
$7.37M
|
-$49.6K
|
-1,725
|
-0.7%
|
|
|
9
|
BLVD Private Wealth
Prospect,
Kentucky
|
$5.4M
|
-$91.9K
|
-3,199
|
-2%
|
|
|
10
|
Avos Capital Management
Seattle,
Washington
|
$3.49M
|
+$44.6K
|
+1,554
|
+1%
|
|
|
11
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$3.45M
|
+$58.1K
|
+2,023
|
+2%
|
|
|
12
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.28M
|
-$23.6K
|
-822
|
-0.7%
|
|
|
13
|
Professional Financial Advisors
North Platte,
Nebraska
|
$2.5M
|
+$52.7K
|
+1,835
|
+2%
|
|
|
14
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$2.38M
|
-$965K
|
-33,576
|
-28%
|
|
|
15
|
Fermata Advisors
Sonoma,
California
|
$1.9M
|
+$553K
|
+19,243
|
+40%
|
|
|
16
|
Worth Asset Management
Dallas,
Texas
|
$1.19M
|
+$7.3K
|
+254
|
+0.6%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
–
|
–
|
–
|
|
|
18
|
Private Advisory Group
Redmond,
Washington
|
$985K
|
-$2.87K
|
-100
|
-0.3%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$863K
|
+$148K
|
+5,142
|
+20%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$666K
|
+$73.3K
|
+2,550
|
+12%
|
|
|
21
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$573K
|
+$568K
|
+19,764
|
New
|
|
|
22
|
|
$477K
|
+$487K
|
+16,947
|
New
|
|
|
23
|
|
$364K
|
+$273K
|
+9,494
|
+274%
|
|
|
24
|
AQR Capital Management
Greenwich,
Connecticut
|
$285K
|
+$291K
|
+10,141
|
New
|
|
|
25
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$247K
|
+$252K
|
+8,788
|
New
|
|
